Here are some of the specific investment planning questions that the Money Doctor has provided responses to.

  1. Can my 401(k) be moved to another institution without incurring a penalty?
  2. I am the sole beneficiary of my uncle’s estate. After his passing is it acceptable for me to take a check from the estate checking account and use it to open an IRA?
  3. What is the best way to start saving or investing for my grandchild?
  4. Should I roll my existing Simple IRA into my new employer’s 401k plan? What are other pre-tax or after tax savings vehicles available to me?
  5. My father recently passed away. What happens to the benefit of his long-term care (LTC) insurance policy?
  6. I am looking to buy a house in the next year or two. Should I invest my emergency fund and house savings or is the time frame too short?
  7. What is the easiest, most secure way to invest money to pay off student loans without paying taxes?
  8. How can I start investing with a small amount of money?
  9. Will my investments ($575,000) last through retirement?
  10. What concerns should I have when using my IRA to invest in real estate flips?
  11. How do I determine an asset allocation plan around a military pension?
  12. Should I remove the gains from my investment, pay taxes on them now, and reinvest the money elsewhere?
  13. Do I have a good nest egg or should I continue saving?
  14. My savings are currently invested in a six-year certificate of deposit (CD). Am I being over-cautious?